383 lines
19 KiB
Python
383 lines
19 KiB
Python
# -*- encoding: utf-8 -*-
|
|
##############################################################################
|
|
#
|
|
# OpenERP, Open Source Management Solution
|
|
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
|
|
#
|
|
# This program is free software: you can redistribute it and/or modify
|
|
# it under the terms of the GNU Affero General Public License as
|
|
# published by the Free Software Foundation, either version 3 of the
|
|
# License, or (at your option) any later version.
|
|
#
|
|
# This program is distributed in the hope that it will be useful,
|
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
|
# GNU Affero General Public License for more details.
|
|
#
|
|
# You should have received a copy of the GNU Affero General Public License
|
|
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
|
#
|
|
##############################################################################
|
|
|
|
from datetime import datetime, timedelta
|
|
from dateutil.relativedelta import relativedelta
|
|
from dateutil import parser
|
|
import time
|
|
|
|
from openerp.osv import fields, osv
|
|
from openerp.tools.translate import _
|
|
from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT as DF
|
|
|
|
|
|
class hr_evaluation_plan(osv.Model):
|
|
_name = "hr_evaluation.plan"
|
|
_description = "Appraisal Plan"
|
|
_columns = {
|
|
'name': fields.char("Appraisal Plan", size=64, required=True),
|
|
'company_id': fields.many2one('res.company', 'Company', required=True),
|
|
'phase_ids': fields.one2many('hr_evaluation.plan.phase', 'plan_id', 'Appraisal Phases'),
|
|
'month_first': fields.integer('First Appraisal in (months)', help="This number of months will be used to schedule the first evaluation date of the employee when selecting an evaluation plan. "),
|
|
'month_next': fields.integer('Periodicity of Appraisal (months)', help="The number of month that depicts the delay between each evaluation of this plan (after the first one)."),
|
|
'active': fields.boolean('Active')
|
|
}
|
|
_defaults = {
|
|
'active': True,
|
|
'month_first': 6,
|
|
'month_next': 12,
|
|
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'account.account', context=c),
|
|
}
|
|
|
|
|
|
class hr_evaluation_plan_phase(osv.Model):
|
|
_name = "hr_evaluation.plan.phase"
|
|
_description = "Appraisal Plan Phase"
|
|
_order = "sequence"
|
|
_columns = {
|
|
'name': fields.char("Phase", size=64, required=True),
|
|
'sequence': fields.integer("Sequence"),
|
|
'company_id': fields.related('plan_id', 'company_id', type='many2one', relation='res.company', string='Company', store=True, readonly=True),
|
|
'plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan', ondelete='cascade'),
|
|
'action': fields.selection([
|
|
('top-down', 'Top-Down Appraisal Requests'),
|
|
('bottom-up', 'Bottom-Up Appraisal Requests'),
|
|
('self', 'Self Appraisal Requests'),
|
|
('final', 'Final Interview')], 'Action', required=True),
|
|
'survey_id': fields.many2one('survey.survey', 'Appraisal Form', required=True),
|
|
'send_answer_manager': fields.boolean('All Answers',
|
|
help="Send all answers to the manager"),
|
|
'send_answer_employee': fields.boolean('All Answers',
|
|
help="Send all answers to the employee"),
|
|
'send_anonymous_manager': fields.boolean('Anonymous Summary',
|
|
help="Send an anonymous summary to the manager"),
|
|
'send_anonymous_employee': fields.boolean('Anonymous Summary',
|
|
help="Send an anonymous summary to the employee"),
|
|
'wait': fields.boolean('Wait Previous Phases',
|
|
help="Check this box if you want to wait that all preceding phases " +
|
|
"are finished before launching this phase."),
|
|
'mail_feature': fields.boolean('Send mail for this phase', help="Check this box if you want to send mail to employees coming under this phase"),
|
|
'mail_body': fields.text('Email'),
|
|
'email_subject': fields.text('Subject')
|
|
}
|
|
_defaults = {
|
|
'sequence': 1,
|
|
'email_subject': _('''Regarding '''),
|
|
'mail_body': lambda *a: _('''
|
|
Date: %(date)s
|
|
|
|
Dear %(employee_name)s,
|
|
|
|
I am doing an evaluation regarding %(eval_name)s.
|
|
|
|
Kindly submit your response.
|
|
|
|
|
|
Thanks,
|
|
--
|
|
%(user_signature)s
|
|
|
|
'''),
|
|
}
|
|
|
|
|
|
class hr_employee(osv.Model):
|
|
_name = "hr.employee"
|
|
_inherit="hr.employee"
|
|
|
|
def _appraisal_count(self, cr, uid, ids, field_name, arg, context=None):
|
|
Evaluation = self.pool['hr.evaluation.interview']
|
|
return {
|
|
employee_id: Evaluation.search_count(cr, uid, [('user_to_review_id', '=', employee_id)], context=context)
|
|
for employee_id in ids
|
|
}
|
|
|
|
_columns = {
|
|
'evaluation_plan_id': fields.many2one('hr_evaluation.plan', 'Appraisal Plan'),
|
|
'evaluation_date': fields.date('Next Appraisal Date', help="The date of the next appraisal is computed by the appraisal plan's dates (first appraisal + periodicity)."),
|
|
'appraisal_count': fields.function(_appraisal_count, type='integer', string='Appraisal Interviews'),
|
|
}
|
|
|
|
def run_employee_evaluation(self, cr, uid, automatic=False, use_new_cursor=False, context=None): # cronjob
|
|
now = parser.parse(datetime.now().strftime('%Y-%m-%d'))
|
|
obj_evaluation = self.pool.get('hr_evaluation.evaluation')
|
|
emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '=', False)], context=context)
|
|
for emp in self.browse(cr, uid, emp_ids, context=context):
|
|
first_date = (now + relativedelta(months=emp.evaluation_plan_id.month_first)).strftime('%Y-%m-%d')
|
|
self.write(cr, uid, [emp.id], {'evaluation_date': first_date}, context=context)
|
|
|
|
emp_ids = self.search(cr, uid, [('evaluation_plan_id', '<>', False), ('evaluation_date', '<=', time.strftime("%Y-%m-%d"))], context=context)
|
|
for emp in self.browse(cr, uid, emp_ids, context=context):
|
|
next_date = (now + relativedelta(months=emp.evaluation_plan_id.month_next)).strftime('%Y-%m-%d')
|
|
self.write(cr, uid, [emp.id], {'evaluation_date': next_date}, context=context)
|
|
plan_id = obj_evaluation.create(cr, uid, {'employee_id': emp.id, 'plan_id': emp.evaluation_plan_id.id}, context=context)
|
|
obj_evaluation.button_plan_in_progress(cr, uid, [plan_id], context=context)
|
|
return True
|
|
|
|
|
|
class hr_evaluation(osv.Model):
|
|
_name = "hr_evaluation.evaluation"
|
|
_inherit = "mail.thread"
|
|
_description = "Employee Appraisal"
|
|
_columns = {
|
|
'date': fields.date("Appraisal Deadline", required=True, select=True),
|
|
'employee_id': fields.many2one('hr.employee', "Employee", required=True),
|
|
'note_summary': fields.text('Appraisal Summary'),
|
|
'note_action': fields.text('Action Plan', help="If the evaluation does not meet the expectations, you can propose an action plan"),
|
|
'rating': fields.selection([
|
|
('0', 'Significantly below expectations'),
|
|
('1', 'Do not meet expectations'),
|
|
('2', 'Meet expectations'),
|
|
('3', 'Exceeds expectations'),
|
|
('4', 'Significantly exceeds expectations'),
|
|
], "Appreciation", help="This is the appreciation on which the evaluation is summarized."),
|
|
'survey_request_ids': fields.one2many('hr.evaluation.interview', 'evaluation_id', 'Appraisal Forms'),
|
|
'plan_id': fields.many2one('hr_evaluation.plan', 'Plan', required=True),
|
|
'state': fields.selection([
|
|
('draft', 'New'),
|
|
('cancel', 'Cancelled'),
|
|
('wait', 'Plan In Progress'),
|
|
('progress', 'Waiting Appreciation'),
|
|
('done', 'Done'),
|
|
], 'Status', required=True, readonly=True),
|
|
'date_close': fields.date('Ending Date', select=True),
|
|
}
|
|
_defaults = {
|
|
'date': lambda *a: (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'),
|
|
'state': lambda *a: 'draft',
|
|
}
|
|
|
|
def name_get(self, cr, uid, ids, context=None):
|
|
if not ids:
|
|
return []
|
|
reads = self.browse(cr, uid, ids, context=context)
|
|
res = []
|
|
for record in reads:
|
|
name = record.plan_id.name
|
|
employee = record.employee_id.name_related
|
|
res.append((record['id'], name + ' / ' + employee))
|
|
return res
|
|
|
|
def onchange_employee_id(self, cr, uid, ids, employee_id, context=None):
|
|
vals = {}
|
|
vals['plan_id'] = False
|
|
if employee_id:
|
|
employee_obj = self.pool.get('hr.employee')
|
|
for employee in employee_obj.browse(cr, uid, [employee_id], context=context):
|
|
if employee and employee.evaluation_plan_id and employee.evaluation_plan_id.id:
|
|
vals.update({'plan_id': employee.evaluation_plan_id.id})
|
|
return {'value': vals}
|
|
|
|
def button_plan_in_progress(self, cr, uid, ids, context=None):
|
|
hr_eval_inter_obj = self.pool.get('hr.evaluation.interview')
|
|
if context is None:
|
|
context = {}
|
|
for evaluation in self.browse(cr, uid, ids, context=context):
|
|
wait = False
|
|
for phase in evaluation.plan_id.phase_ids:
|
|
children = []
|
|
if phase.action == "bottom-up":
|
|
children = evaluation.employee_id.child_ids
|
|
elif phase.action in ("top-down", "final"):
|
|
if evaluation.employee_id.parent_id:
|
|
children = [evaluation.employee_id.parent_id]
|
|
elif phase.action == "self":
|
|
children = [evaluation.employee_id]
|
|
for child in children:
|
|
|
|
int_id = hr_eval_inter_obj.create(cr, uid, {
|
|
'evaluation_id': evaluation.id,
|
|
'phase_id': phase.id,
|
|
'deadline': (parser.parse(datetime.now().strftime('%Y-%m-%d')) + relativedelta(months=+1)).strftime('%Y-%m-%d'),
|
|
'user_id': child.user_id.id,
|
|
}, context=context)
|
|
if phase.wait:
|
|
wait = True
|
|
if not wait:
|
|
hr_eval_inter_obj.survey_req_waiting_answer(cr, uid, [int_id], context=context)
|
|
|
|
if (not wait) and phase.mail_feature:
|
|
body = phase.mail_body % {'employee_name': child.name, 'user_signature': child.user_id.signature,
|
|
'eval_name': phase.survey_id.title, 'date': time.strftime('%Y-%m-%d'), 'time': time}
|
|
sub = phase.email_subject
|
|
if child.work_email:
|
|
vals = {'state': 'outgoing',
|
|
'subject': sub,
|
|
'body_html': '<pre>%s</pre>' % body,
|
|
'email_to': child.work_email,
|
|
'email_from': evaluation.employee_id.work_email}
|
|
self.pool.get('mail.mail').create(cr, uid, vals, context=context)
|
|
|
|
self.write(cr, uid, ids, {'state': 'wait'}, context=context)
|
|
return True
|
|
|
|
def button_final_validation(self, cr, uid, ids, context=None):
|
|
request_obj = self.pool.get('hr.evaluation.interview')
|
|
self.write(cr, uid, ids, {'state': 'progress'}, context=context)
|
|
for evaluation in self.browse(cr, uid, ids, context=context):
|
|
if evaluation.employee_id and evaluation.employee_id.parent_id and evaluation.employee_id.parent_id.user_id:
|
|
self.message_subscribe_users(cr, uid, [evaluation.id], user_ids=[evaluation.employee_id.parent_id.user_id.id], context=context)
|
|
if len(evaluation.survey_request_ids) != len(request_obj.search(cr, uid, [('evaluation_id', '=', evaluation.id), ('state', 'in', ['done', 'cancel'])], context=context)):
|
|
raise osv.except_osv(_('Warning!'), _("You cannot change state, because some appraisal forms have not been completed."))
|
|
return True
|
|
|
|
def button_done(self, cr, uid, ids, context=None):
|
|
self.write(cr, uid, ids, {'state': 'done', 'date_close': time.strftime('%Y-%m-%d')}, context=context)
|
|
return True
|
|
|
|
def button_cancel(self, cr, uid, ids, context=None):
|
|
interview_obj = self.pool.get('hr.evaluation.interview')
|
|
evaluation = self.browse(cr, uid, ids[0], context)
|
|
interview_obj.survey_req_cancel(cr, uid, [r.id for r in evaluation.survey_request_ids])
|
|
self.write(cr, uid, ids, {'state': 'cancel'}, context=context)
|
|
return True
|
|
|
|
def button_draft(self, cr, uid, ids, context=None):
|
|
self.write(cr, uid, ids, {'state': 'draft'}, context=context)
|
|
return True
|
|
|
|
def copy(self, cr, uid, id, default=None, context=None):
|
|
if default is None:
|
|
default = {}
|
|
if context is None:
|
|
context = {}
|
|
default = default.copy()
|
|
default['survey_request_ids'] = []
|
|
return super(hr_evaluation, self).copy(cr, uid, id, default, context=context)
|
|
|
|
def write(self, cr, uid, ids, vals, context=None):
|
|
if vals.get('employee_id'):
|
|
employee_id = self.pool.get('hr.employee').browse(cr, uid, vals.get('employee_id'), context=context)
|
|
if employee_id.parent_id and employee_id.parent_id.user_id:
|
|
vals['message_follower_ids'] = [(4, employee_id.parent_id.user_id.partner_id.id)]
|
|
if 'date' in vals:
|
|
new_vals = {'deadline': vals.get('date')}
|
|
obj_hr_eval_iterview = self.pool.get('hr.evaluation.interview')
|
|
for evaluation in self.browse(cr, uid, ids, context=context):
|
|
for survey_req in evaluation.survey_request_ids:
|
|
obj_hr_eval_iterview.write(cr, uid, [survey_req.id], new_vals, context=context)
|
|
return super(hr_evaluation, self).write(cr, uid, ids, vals, context=context)
|
|
|
|
|
|
class hr_evaluation_interview(osv.Model):
|
|
_name = 'hr.evaluation.interview'
|
|
_inherit = 'mail.thread'
|
|
_rec_name = 'user_to_review_id'
|
|
_description = 'Appraisal Interview'
|
|
_columns = {
|
|
'request_id': fields.many2one('survey.user_input', 'Survey Request', ondelete='cascade', readonly=True),
|
|
'evaluation_id': fields.many2one('hr_evaluation.evaluation', 'Appraisal Plan', required=True),
|
|
'phase_id': fields.many2one('hr_evaluation.plan.phase', 'Appraisal Phase', required=True),
|
|
'user_to_review_id': fields.related('evaluation_id', 'employee_id', type="many2one", relation="hr.employee", string="Employee to evaluate"),
|
|
'user_id': fields.many2one('res.users', 'Interviewer'),
|
|
'state': fields.selection([('draft', "Draft"),
|
|
('waiting_answer', "In progress"),
|
|
('done', "Done"),
|
|
('cancel', "Cancelled")],
|
|
string="State", required=True),
|
|
'survey_id': fields.related('phase_id', 'survey_id', string="Appraisal Form", type="many2one", relation="survey.survey"),
|
|
'deadline': fields.related('request_id', 'deadline', type="datetime", string="Deadline"),
|
|
}
|
|
_defaults = {
|
|
'state': 'draft'
|
|
}
|
|
|
|
def create(self, cr, uid, vals, context=None):
|
|
phase_obj = self.pool.get('hr_evaluation.plan.phase')
|
|
survey_id = phase_obj.read(cr, uid, vals.get('phase_id'), fields=['survey_id'], context=context)['survey_id'][0]
|
|
|
|
if vals.get('user_id'):
|
|
user_obj = self.pool.get('res.users')
|
|
partner_id = user_obj.read(cr, uid, vals.get('user_id'), fields=['partner_id'], context=context)['partner_id'][0]
|
|
else:
|
|
partner_id = None
|
|
|
|
user_input_obj = self.pool.get('survey.user_input')
|
|
|
|
if not vals.get('deadline'):
|
|
vals['deadline'] = (datetime.now() + timedelta(days=28)).strftime(DF)
|
|
|
|
ret = user_input_obj.create(cr, uid, {'survey_id': survey_id,
|
|
'deadline': vals.get('deadline'),
|
|
'type': 'link',
|
|
'partner_id': partner_id}, context=context)
|
|
vals['request_id'] = ret
|
|
return super(hr_evaluation_interview, self).create(cr, uid, vals, context=context)
|
|
|
|
def name_get(self, cr, uid, ids, context=None):
|
|
if not ids:
|
|
return []
|
|
reads = self.browse(cr, uid, ids, context=context)
|
|
res = []
|
|
for record in reads:
|
|
name = record.survey_id.title
|
|
res.append((record['id'], name))
|
|
return res
|
|
|
|
def survey_req_waiting_answer(self, cr, uid, ids, context=None):
|
|
request_obj = self.pool.get('survey.user_input')
|
|
for interview in self.browse(cr, uid, ids, context=context):
|
|
request_obj.action_survey_resent(cr, uid, [interview.id], context=context)
|
|
self.write(cr, uid, interview.id, {'state': 'waiting_answer'}, context=context)
|
|
return True
|
|
|
|
def survey_req_done(self, cr, uid, ids, context=None):
|
|
for id in self.browse(cr, uid, ids, context=context):
|
|
flag = False
|
|
wating_id = 0
|
|
if not id.evaluation_id.id:
|
|
raise osv.except_osv(_('Warning!'), _("You cannot start evaluation without Appraisal."))
|
|
records = id.evaluation_id.survey_request_ids
|
|
for child in records:
|
|
if child.state == "draft":
|
|
wating_id = child.id
|
|
continue
|
|
if child.state != "done":
|
|
flag = True
|
|
if not flag and wating_id:
|
|
self.survey_req_waiting_answer(cr, uid, [wating_id], context=context)
|
|
self.write(cr, uid, ids, {'state': 'done'}, context=context)
|
|
return True
|
|
|
|
def survey_req_cancel(self, cr, uid, ids, context=None):
|
|
self.write(cr, uid, ids, {'state': 'cancel'}, context=context)
|
|
return True
|
|
|
|
def action_print_survey(self, cr, uid, ids, context=None):
|
|
""" If response is available then print this response otherwise print survey form (print template of the survey) """
|
|
context = context if context else {}
|
|
interview = self.browse(cr, uid, ids, context=context)[0]
|
|
survey_obj = self.pool.get('survey.survey')
|
|
response_obj = self.pool.get('survey.user_input')
|
|
response = response_obj.browse(cr, uid, interview.request_id.id, context=context)
|
|
context.update({'survey_token': response.token})
|
|
return survey_obj.action_print_survey(cr, uid, [interview.survey_id.id], context=context)
|
|
|
|
def action_start_survey(self, cr, uid, ids, context=None):
|
|
context = context if context else {}
|
|
interview = self.browse(cr, uid, ids, context=context)[0]
|
|
survey_obj = self.pool.get('survey.survey')
|
|
response_obj = self.pool.get('survey.user_input')
|
|
# grab the token of the response and start surveying
|
|
response = response_obj.browse(cr, uid, interview.request_id.id, context=context)
|
|
context.update({'survey_token': response.token})
|
|
return survey_obj.action_start_survey(cr, uid, [interview.survey_id.id], context=context)
|